M&A activity in the RIA space continues to break records, with 2024 marking 272 transactions and Q2 2025 ranking as the most active second quarter on record. For many smaller firms, joining forces with a larger enterprise offers clear advantages—greater

As a financial advisor, you focus on providing solid advice to your clients. After all, your clients are the foundation of your business. While your financial skills are critical, though, without a sound marketing strategy to effectively drive more traffic

Scroll. Stream. Search. Shop. These behaviors are how today’s prospects navigate the world and their decision-making processes. Not in a neat little funnel. Not in the order you want. Just… all at once. The idea that someone lands on your

If you think people are still Googling and clicking on links like it’s 2010, think again. The way we search online has taken a sharp turn. Instead of scrolling through pages of results, more and more people are asking AI

Though M&A activity for RIAs was down 5 percent in 2023, many observers don’t view that as a trend likely to go forward. In fact, according to Deloitte’s 2024 survey, 79 percent of C-suite respondents and 86 percent of private

In his 1970 bestseller “Future Shock,” the prescient author Alvin Toffler coined the phrase, “high tech/high touch.” He was suggesting — in 1970! — what we have come to take as an assumption today: that advances in technology typically require